Q2 FY2026 EarningsQ2 FY26 beat consensus across all major financial metrics, characterized by a 4.7% revenue beat and a significant 10.1% surprise in normalized EPS. Total revenue reached $4.41B vs. $4.21B expected, driven by 12.7% YoY growth in rental revenue and strong demand for large-scale projects. Management raised full-year 2026 revenue and adjusted EBITDA guidance, signaling robust momentum despite a slight normalized EBITDA margin compression (ex-gain) in the Specialty segment.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: United Rentals(URI) the Revenue is 4.41 B (+11.84%), Beat estimate;the EBIT is 1.138 B (+13.46%), Beat estimate;the EPS is 12.03 (+25.44%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
4.41B11.84%
4.21B6.79%
+0.20B5.05%
EBITExceed expectations
1.14B13.46%
1.08B7.40%
+0.06B6.06%
EPSExceed expectations
12.0325.44%
10.855813.20%
+1.174212.24%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf